Category Archives: Connect
Manage billing sheets
If you have resources turn in jobs via RB Connect, view details about their billing sheets and download the billing sheets …
Send clients & reporters invitations to your RB Connect
After entering contacts or resources into RB9, simplify everyone’s lives by emailing them invitations to RB Connect that automatically includes their login credentials and onboarding info …
Set preferences that cover Resource side of RB Connect
Set preferences for the Resource side of RB Connect to customize their job calendars, online turn-in, time-off requests, and more …
Set preferences that cover Contact side of RB Connect
Contact side preferences start from which functions clients can access …
Set preferences for your RB Connect sites
Customize the RB Connect experience for contacts and resources by setting function preferences …
Support RB Connect users via tickets
Have your RB Connect users submit questions and problems via support tickets to automate the process and maintain a paper trail you both can refer to …
Set basic preferences that cover both sides of RB Connect
Set preferences for aspects of RB Connect that impact both sides of your site …
See who is using your RB Connect
See who is using your RB Connect and RB Connect Mobile and how often they access it …
Approve or deny resources’ online time-off requests
Give resources automatic notice of your approval or denial of their online time-off requests …
Index files so clients can text-search their repositories
Before your clients can search their RB Connect repositories by content, the files must be indexed …
